5,510 hedge funds and large institutions have $2.03T invested in Apple in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 2,001 increasing their positions, 3,058 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,510
Holders Change
-71
Holders Change %
-1.27%
% of All Funds
74.84%
Holding in Top 10
3,116
Holding in Top 10 Change
-222
Holding in Top 10 Change %
-6.65%
% of All Funds
42.33%
New
167
Increased
2,001
Reduced
3,058
Closed
135
Calls
$46.4B
Puts
$41.5B
Net Calls
+$4.88B
Net Calls Change
+$4.02B
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
4676
Whalen Wealth Management
Nevada
$1.5M +$122K +550 +9%
SA
4677
SRH Advisors
Kansas
$1.5M +$222 +1 +0%
TCM
4678
TABR Capital Management
California
$1.5M -$414K -1,862 -22%
PIS
4679
POM Investment Strategies
North Carolina
$1.5M -$469K -2,112 -24%
SHIM
4680
Stone House Investment Management
Pennsylvania
$1.49M +$176K +793 +13%
BWA
4681
Boulder Wealth Advisors
Colorado
$1.49M +$48.4K +218 +3%
BBA
4682
Braun-Bostich & Associates
Pennsylvania
$1.49M -$107K -481 -7%
AI
4683
Axecap Investments
Ohio
$1.49M -$56.9K -256 -4%
BWM
4684
Biltmore Wealth Management
Arizona
$1.48M -$16.2K -73 -1%
BI
4685
Binnacle Investments
Iowa
$1.48M +$1.48M +6,662 New
VCM
4686
Verde Capital Management
Michigan
$1.48M -$109K -491 -7%
BGA
4687
Battery Global Advisors
Massachusetts
$1.48M +$666 +3 +0%
IAG
4688
Ipsen Advisor Group
Arkansas
$1.47M +$62.9K +283 +4%
IFA
4689
Independence Financial Advisors
New Hampshire
$1.47M +$1.47M +6,619 New
SG
4690
Stanich Group
New York
$1.47M -$18.4K -83 -1%
HFS
4691
Hughes Financial Services
Virginia
$1.47M -$73K -327 -5%
EMFAT
4692
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.47M -$341K -1,535 -19%
VWM
4693
Verus Wealth Management
Wisconsin
$1.47M +$4K +18 +0.3%
BCM
4694
Bayesian Capital Management
New York
$1.47M -$3.31M -14,900 -69%
MFA
4695
Millington Financial Advisors
Illinois
$1.47M +$793 +4 +0.1%
MWP
4696
Meriwether Wealth & Planning
Louisiana
$1.46M -$36.9K -166 -2%
KA
4697
Kure Advisory
Minnesota
$1.46M +$1.46M +6,581 New
LFS
4698
Lutz Financial Services
Nebraska
$1.46M +$90.2K +406 +7%
PIA
4699
Pollock Investment Advisors
Michigan
$1.45M -$244K -1,100 -14%
CTC
4700
Corundum Trust Company
South Dakota
$1.45M -$265K -1,195 -15%